BankPlus Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

BankPlus Wealth Management’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Sell	2,762 -78,334	-97%	-$5.75M	0.09%	121
2026 Q1	$5.97M	Buy	81,096 +22,483	+38%	+$1.67M	3.09%	4
2025 Q4	$4.34M	Buy	58,613 +5,714	+11%	+$425K	2.4%	5
2025 Q3	$3.93M	Buy	52,899 +3,302	+7%	+$243K	2.32%	5
2025 Q2	$3.65M	Buy	49,597 +11,855	+31%	+$862K	2.42%	6
2025 Q1	$2.77M	Buy	37,742 +5,286	+16%	+$384K	2.04%	6
2024 Q4	$2.33M	Buy	+32,456	New	+$2.37M	1.74%	13

Other funds holding BND

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BankPlus Wealth Management's BND Position: Q2 2026 in Review

BankPlus Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 97% in Q2 2026, selling an estimated $5.75M and leaving 2,762 shares worth $203K. The position accounts for 0.09% of the portfolio, ranked #121.

BankPlus Wealth Management first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.97M in Q1 2026. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

BankPlus Wealth Management held 2,762 shares of Vanguard Total Bond Market worth $203K as of Q2 2026.
BankPlus Wealth Management sold 78,334 Vanguard Total Bond Market shares in Q2 2026, an estimated $5.75M.
Vanguard Total Bond Market made up 0.09% of BankPlus Wealth Management's portfolio in Q2 2026, its #121 holding.
BankPlus Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Vanguard Total Bond Market position peaked at $5.97M in Q1 2026.
923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.